Create a purchase order to order stock from a supplier. The process has two main steps before reviewing and sending your order.
Set Up
Go to Ordering Hub.
Click New Purchase Order.
Complete the required details:
Supplier - Select the supplier for this order.
Location - Choose the location that will receive the stock.
(Optional) Enter additional information:
Order Date
Expected Date
Ship Via
Payment Terms
Notes to Supplier - Included on the purchase order and supplier email.
Internal Notes - Visible only within the app.
Click Continue.
Items
Add products using one of the following methods:
Search by barcode, item number, or item name.
Select multiple item variations (such as size or colour) and add them at once.
Click Suggest Items, then choose one of the following options: Below Reorder Level
Sales (Last 30 Days)
Sales (Last 90 Days)
Same Season Last Year
Click Import CSV to add products from a spreadsheet.
Update the quantity for each item as needed.
Note: Adding an item that's already on the purchase order increases its quantity instead of creating a duplicate line.
Review Item Details
As you add items to your purchase order, you can review the following information for each line:
Qty – Number of units ordered.
Unit Cost – Cost per unit.
Retail – Current selling price (reference only).
Disc % – Discount applied to the item.
Margin % – Calculated profit margin.
Total – Total cost for the line item.
Note: Cost-related fields are only visible if you have permission to view cost prices for the selected location.
Additional Options
Enter the line total instead of the Unit Cost to have the system calculate the unit cost automatically.
Check the cost indicator next to the Unit Cost:
Green indicates the cost has decreased since the last purchase.
Red indicates the cost has increased since the last purchase.
Click an item name to view its stock, pricing, and images without leaving the purchase order.
View the running total quantity and order value at the bottom of the page.
Click Continue to proceed to the next step.
Review and Payment
Review the purchase order summary.
Choose one of the following actions:
Click Save Draft to save the purchase order and finish it later.
Click Submit to send the purchase order for approval (available only if approvals are enabled).
Click Mark Ordered to mark the purchase order as placed with the supplier.
Click Mark Ordered & Email to mark the purchase order as ordered and email the purchase order PDF to the supplier.
Tip: You can return to any previous step by clicking the step number at the top. Any items you've already added will remain in the purchase order.